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How to Refund a Gift Card Balance

How to Refund a Gift Card Balance This guide explains the process for refunding a gift card balance by creating a sundry item, processing the refund through point-of-sale (POS), and finalizing the transaction.

Step 1: Set Up a Sundry Item

  1. Go to Setup > Configuration.
  2. On the left menu, select Sundry Income.
  3. Click New and type Gift Card Balance Refund.
  4. Set the tax rate to Exempt.
  5. Press Save and Done to complete.

Step 2: Process the Refund in POS

  1. Navigate to Main > Point of Sale.
  2. Click on clients to find the customer.
  3. Click on the sale line to add an item.
  4. Select Sundry, then choose Gift Card Balance Refund and press Done.
  5. Specify the amount to refund.
  6. Choose Gift/Loyalty, then Loyalty/Gift Card.
  7. Scan the barcode of the gift card and press Done.
  8. Press Finish Sale.

  9. Select Redeem to finalise the gift card payment.
  10. Optionally, print or email a receipt.

Step 3: Refund the Client

  1. Go to the client’s history.
  2. Right-click the Gift Card Balance Refund entry and select Refund.
  3. Select Finish Sale.
  4. Choose the payment type for the refund (e.g., cash, credit card).
  5. Select a reason for the refund.
  6. Optionally, email or print the receipt.